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Invesco BulletShares 2027 Corporate Bond ETF

352 hedge funds and large institutions have $3.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 198 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 83

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $3.01B → $3.42B (+$414M)

1.46% more ownership

Funds ownership: 82.27%83.73% (+1.5%)

1% less funds holding

Funds holding: 354352 (-2)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
352
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
4.62%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.26%
New
21
Increased
198
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KV
51
Kickstand Ventures
New York
$8.96M +$8.13M +412,921 +994%
HCM
52
Hengehold Capital Management
Ohio
$8.91M +$243K +12,322 +3%
SA
53
Sanctuary Advisors
Indiana
$8.85M +$1.22M +61,832 +16%
VDI
54
Vaughan David Investments
Illinois
$8.64M +$409K +20,789 +5%
KPWS
55
Kestra Private Wealth Services
Texas
$8.32M +$811K +41,194 +11%
SS
56
Sound Stewardship
Kansas
$7.64M +$275K +13,992 +4%
AFP
57
Ausdal Financial Partners
Iowa
$7.64M +$2.07M +105,025 +37%
BWM
58
BCS Wealth Management
Tennessee
$7.52M -$180K -9,151 -2%
VA
59
VestGen Advisors
Illinois
$7.52M +$372K +18,874 +5%
OSNBOA
60
Old Second National Bank of Aurora
Illinois
$7.48M +$716K +36,377 +11%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$7.42M +$2.94M +149,434 +66%
GGI
62
GPM Growth Investors
Michigan
$7.35M -$1.27M -64,460 -15%
SPA
63
Sentinel Pension Advisors
Massachusetts
$7.26M -$245K -12,447 -3%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$6.95M +$2.21M +112,172 +47%
HighTower Advisors
65
HighTower Advisors
Illinois
$6.75M +$68.6K +3,487 +1%
CIC
66
Carnegie Investment Counsel
Ohio
$6.69M +$65.3K +3,318 +1%
MWM
67
Marietta Wealth Management
Georgia
$6.66M +$305K +15,494 +5%
GWA
68
Genesis Wealth Advisors
Massachusetts
$6.62M +$27.6K +1,403 +0.4%
GFP
69
Gryphon Financial Partners
Ohio
$6.53M
MWP
70
Meriwether Wealth & Planning
Louisiana
$6.46M +$169K +8,574 +3%
CTA
71
Colonial Trust Advisors
South Carolina
$6.44M +$1.66M +84,311 +35%
MOS
72
MGO One Seven
Ohio
$6.42M +$1.24M +62,924 +24%
Citadel Advisors
73
Citadel Advisors
Florida
$6.09M +$6.08M +308,958 New
PAG
74
Private Advisor Group
New Jersey
$6.03M -$217K -11,032 -3%
LWA
75
Ledgewood Wealth Advisors
New Hampshire
$6.02M +$195K +9,920 +3%